What This Screen Does
This is where you add a new customer (member) to the system. Think of it like filling out a sign-up form on behalf of someone joining your gym or studio. You enter their name, contact details, address, and optionally link them to another account. Once you save, the system creates their profile and you can start managing their membership.
How to Get There
Open the dashboard.
In the left-hand menu, click Customer.
Click the + New Customer button in the top-right corner.
You are now on the Create Customer screen.
Step-by-Step Guide
1. Upload a Profile Photo (optional)
On the left side of the form you will see a photo placeholder inside a card.
Click it to open the image uploader.
Pick an image from your computer (JPEG, JPG, PNG, or GIF).
Crop it into a square and confirm.
If you skip this, the customer will get a default avatar.
2. Fill In Personal Information
These are the basics about the person:
Field | Required | What to Enter |
First Name | Yes | The customer’s first name. |
Middle Name | No | Middle name, if they have one. Leave blank if not. |
Last Name | Yes | The customer’s last name. |
Email address | Yes | A valid email address. This is used for login and notifications. Must be in the format |
Phone Number | Yes | Their phone number. The system checks it matches the format for the selected country (see the Country field below). |
Date of birth | Yes | Pick their birthday from the date picker. |
Gender | Yes | Choose Male, Female, or Unspecified from the dropdown. |
3. Enter the Address
Field | Required | What to Enter |
Address line | Yes | Street name and number. |
Postal number | Yes | ZIP or postal code. |
City | Yes | City name. |
Country | Yes | Start typing and pick from the list. Each option shows the country flag, country code, and phone prefix. Important: Changing the country also updates how the phone number is validated. |
4. Enter Company Details (optional)
Field | Required | What to Enter |
Vat no | No | The customer’s VAT number, if they are registering on behalf of a company. |
Company name | Only if VAT no is filled in | The name of the company. This becomes required as soon as you enter a VAT number. |
5. Set Up a Sub Account (optional)
You will see a toggle labelled Is sub account?.
Turn it on if this new customer should be linked to an existing customer (for example, a child linked to a parent’s account).
When enabled, a Member search field appears:
Start typing the name of the primary account holder.
The system searches existing customers and shows matching results with their name, photo, and email.
Select the correct person from the list.
The primary account holder will be responsible for payments on behalf of this sub account.
If you turn the toggle back off, the linked account is cleared.
6. Save
Click the Create button at the bottom-right of the form.
The system will:
Validate all your inputs.
Create the customer record.
Upload the profile image (if you added one).
Redirect you to the new customer’s detail page.
You will see a green “Create success!” notification at the bottom of the screen.
What Happens Behind the Scenes
You click "Create"
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Form validates all fields (Yup schema)
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API call: MembersService.create({ body: formData })
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Customer record is created, server returns the new ID
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(If profile image was added)
API call: MembersService.profileImage({ id, files: [image] })
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Success notification appears ("Create success!")
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You are redirected to /members/:id (the new customer's profile)
Troubleshooting
“I filled everything in but the Create button does not work”
Double-check that all required fields are filled in. The form will not submit if anything is missing.
Look for small red error messages below the fields — they tell you exactly what is wrong.
Make sure the email is in a valid format (e.g.
name@example.com).Make sure the phone number matches the format for the selected country.
If you entered a VAT number, you must also fill in the Company name.
“The phone number keeps showing as invalid”
The phone format depends on the Country you selected in the address section.
If you change the country, the phone validation updates automatically.
Make sure the country and phone number match (e.g. a Danish number with Denmark selected, a US number with United States selected).
“My profile image did not upload”
The image must be a JPEG, JPG, PNG, or GIF.
It must not exceed the maximum file size allowed by the system.
If the customer was created but the image failed, go to the customer’s profile and upload it again from the edit screen.
“I get an error after clicking Create”
A red error banner will appear at the top of the form. Read it carefully — it usually tells you what went wrong.
Common causes: duplicate email address, server timeout, or a missing required field.
If the error mentions a detail from the server, try correcting the flagged data and submitting again.
If the error is unclear or persists, contact support with the exact error message.
“I cannot find the person I want to link as a primary account”
Make sure you turned on the Is sub account? toggle first.
Type at least a few characters of the primary account holder’s name into the Member search field.
The system searches by name across existing customers. If the person does not appear, they may not be registered yet — create their account first, then come back and link the sub account.
“The Country field is not showing any options”
Start typing the country name. The list filters as you type.
If nothing appears, try refreshing the page. The country list is built into the application, so this should not normally fail.
“I entered a VAT number but now I cannot save without a company name”
When a VAT number is present, the Company name field becomes required.
Either fill in the company name or clear the VAT number if it was entered by mistake.
“The page is blank or the form does not appear”
The form only loads when a gym/location is selected in the dashboard. If no gym is selected globally, the form will not render.
Select a gym from the gym picker at the top of the dashboard, then navigate back to the Create Customer screen.